Director, Fund Finance - FI Sponsor Coverage
KEY RESPONSIBILITIES
The responsibilities involve, but are not limited to, the following:
Working closely with the Head of FF and Department Head to deliver on the EMEA FI Sponsor Strategy including achieving financial targets, driving product development, enhancing and generally managing the relationship with Financial Sponsor clients.
Self-confident and ability to deal directly with Financial Sponsors, Asset Managers, other lenders and Fund / Lender legal counsel
Lead the structuring and execution of FF Subscription Facilities transactions for MUFG in EMEA including reviewing and negotiating of facility and fund documentation and liaising with the client, external and internal counterparties.
Leading the modelling and post-closing management of fund finance deals.
Preparing presentation materials, pitch books, terms sheets to enable effective marketing of Fund Finance to the clients (Vanilla Subscription Facilities, Continuation Vehicles, Hybrids and Evergreen facilities)
Identify Subscription Facility opportunities from the MUFG client base and contribute to the regular marketing plan in conjunction with the FI Sponsor Coverage team and Head of Fund Finance
Support the deal teams for legal, technical and client related documentation issues, liaising with other stakeholders to seek resolution and / or escalating as required.
Driving the development and execution of an FX product offering for Financial Sponsors in close with collaboration with other relevant departments.
Manage the deal teams, allocate activities and provide coaching and guidance as required.
Preparing, in conjunction with the relevant coverage team, internal Deal Screening materials with a focus on the MUFG business case and returns and engaging with senior management to secure relevant approvals.
Discussing, presenting, understanding risk, overseeing and monitoring production of credit applications ensuring compliance within MUFG and wider regulations, policies and procedures and providing sufficient information to enable appropriate credit decisions to be made for Bank clients.
Liaising with other regional product and coverage teams as appropriate to ensure coordinated and seamless client service for global Financial Sponsors.
Supporting/managing junior team members with management information, data collection, analysis and timely reporting to senior management related to the fund finance business.
From time to time, working on initiatives relevant to the FI business where appropriate which would cover Bank, MUSE and MUTB.
Supporting the expansion of the MBE (MUFG’s subsidiary in the EU) FI product range through the management and coordination of New Product Approvals and all related processes.
Representing MUFG at seminars and conferences as appropriate.
WORK EXPERIENCE
Essential:
Minimum 8-12 year track record of drafting, structuring and executing Subscription Facility/Capital Call transactions in EMEA
Experience in origination Subscription Facility /Capital Call transactions and offering interesting solutions to Sponsors
Experience leading fund finance transactions in an arranger/agency capacity
Distribution/syndication track record in a bank
Banking experience (FX, Agency, Syndication etc.) would be additional skills considered for the role
Ability to build & manage client portfolios, deal teams and strategic initiatives
Experience managing direct reports preferred